News & Events

MAXXCAT_START

CFP Board in the News

CFP Board Creates Director Of Investigations Position

Mar 15, 2012

The Certified Financial Planner Board of Standards today appointed Rex Staples to the newly created position of director of Investigations.

In his new position, Staples will lead a team responsible for monitoring and enforcing compliance with the CFP Board's standards of professional conduct, according to the board. The CFP Board grants and administers the CFP® certification, a designation held by 65,361 people in the U.S. .

Staples will also be charged with "ensuring that investigations of any alleged wrongdoing continue to be conducted in an expedient and consistent manner, are a fair process for all participants and are credible to the public," the CFP Board stated in a press release. Read more >

Financial Advisor
Jim McConville
March 15, 2012

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.